The Role
The Sales Development Representative will generate leads through high-volume cold calls, qualify prospects, and facilitate funding conversations with U.S. business clients, while using Copper CRM to track interactions.
Summary Generated by Built In
Company Overview
LevelUp is a specialized BPO company that partners with technology companies across the US, UK, Europe, and Canada to provide tailored outsourcing solutions. For over seven years, we’ve built a reputation for delivering high-quality operational and back-office support, helping our clients scale efficiently. Our team consists of highly skilled and passionate professionals who are dedicated to providing exceptional service, technical expertise, and seamless support to our clients.
Position Overview
We are expanding their outbound sales team and are seeking experienced, driven Sales Development Representative (Cold Caller) to generate high-quality leads and initiate funding conversations with U.S. business owners and C-level executives. The ideal candidate has a proven track record in B2B outbound sales, thrives in a high-volume calling environment, and has experience in industries such as Merchant Cash Advance (MCA), ISO, Insurance, or Financial Brokerage. This role is fast-paced, performance-driven, and offers strong growth potential into a Closer position for top performers.
Key Responsibilities
- Conduct a minimum of 200 outbound calls per day to prospective U.S. business clients.
- Qualify leads and identify potential funding opportunities that match criteria.
- Engage decision-makers (business owners, C-level executives) and build initial interest in funding options.
- Record all interactions and pipeline activity in Copper CRM accurately and consistently.
- Utilize available tools such as predictive dialers, SMS, voicemail drops, and email drip campaigns to enhance outreach effectiveness.
- Attend morning check-ins and weekly pipeline calls with management to report on progress and discuss strategies.
- Achieve performance milestones:
- Week 1: Complete product and process training.
- Week 2: Begin cold calling with a goal of 1 funding application/day.
- Weeks 3–4: Increase to 2 funding applications/day.
- Collaborate closely with Closers and Management to ensure seamless handoff of qualified leads and continuous improvement of sales techniques.
Qualifications (Must-haves)
- 3–5 years of outbound sales experience in at least one of the following:
- Merchant Cash Advance (MCA)
- ISO / Alternative Lending
- Insurance Sales
- Financial Brokerage or similar B2B sales environments
Skills & Attributes:
- Proven success in high-volume cold calling and lead generation.
- Strong communication and persuasion skills when speaking with senior business executives.
- Results-oriented with a competitive, goal-driven mindset.
- Ability to work independently while meeting team KPIs.
- Proficient with CRM systems (preferably Copper) and dialing software.
- Reliable internet connection and professional home office setup.
- Experience targeting U.S. businesses with revenues ranging from $500K to $50M/month.
- Background in finance or small business funding.
What we Offer
- Commission: $250 per funded deal
- Promotion Path: Top performers may advance to Closer roles, earning 1% of total funded amount per deal
- Monthly Salary: 30,000 - 70,000 (mid-senior level, depends on skills and experience)
- Work Schedule: 8pm to 5am PH time - must be comfortable adjusting for US daylight savings (+/- 1 hour)
- 13th month pay
- HMO
Top Skills
Copper Crm
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
We specialize in providing you with highly skilled professionals from the Philippines across various industries, including IT, customer service, finance, and more. We are here to help you scale efficiently and cost-effectively.
